Overview
After you schedule a team task list, you have the option to assign specific tasks in the list to an employee. When a team task is assigned to someone, it is their responsibility to complete.
Before you begin, review How Tasks Work to learn about the difference between Shift Tasks and Team Tasks.
Considerations
- A team task list must be scheduled before you can assign tasks from the list to specific people.
- Only users that are scheduled to work on the selected day can be assigned a task.
- When you assign a team task, the task is associated with that employee’s shift. As a result, the task is automatically reassigned if the shift is swapped, dropped, or reassigned. See frequently asked questions for more details.
Assign team tasks
Click Scheduler.
- Go to Week or Day view.
- If you’re using week view, click next to the date.
- If you’re using day view, click Tasks.
- If you’re using week view, click next to the date.
- Click the name of the team task list that contains the tasks you want to assign.
If you don’t see any task lists, you need to schedule a team task list. - Click Anyone under the task that you want to assign, then click the person who is responsible for completing the task.
Type a person’s name to filter the list of scheduled employees.
- Click Done.
Frequently asked questions
If someone’s shift is updated, reassigned, or deleted, what happens to their assigned tasks?
Shift Change | Shift swapped or dropped |
Assigned Team Task Change | Tasks are assigned to the person that takes the shift |
Shift Change | Shift moved to a different time on the same day |
Assigned Team Task Change | No changes |
Shift Change | Shift moved to a different day |
Assigned Team Task Change | Tasks are unassigned and can be completed by anyone |
Shift Change | Shift converted to an OpenShift |
Assigned Team Task Change | Tasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift |
Shift Change | Shift deleted |
Assigned Team Task Change | Tasks are unassigned and can be completed by anyone |
Shift Change | Assigned Team Task Change |
Shift swapped or dropped | Tasks are assigned to the person that takes the shift |
Shift moved to a different time on the same day | No changes |
Shift moved to a different day | Tasks are unassigned and can be completed by anyone |
Shift converted to an OpenShift | Tasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift |
Shift deleted | Tasks are unassigned and can be completed by anyone |
If someone is deleted from my workplace, what happens to their assigned tasks?
Employee Change | Employee is deleted and their shifts are moved to OpenShifts |
Assigned Team Task Change | Tasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift |
Employee Change | Employee is deleted and their shifts are deleted |
Assigned Team Task Change | Tasks are unassigned and can be completed by anyone |
Employee Change | Assigned Team Task Change |
Employee is deleted and their shifts are moved to OpenShifts | Tasks are unassigned while the OpenShift is available, then assigned to the person that takes the OpenShift |
Employee is deleted and their shifts are deleted | Tasks are unassigned and can be completed by anyone |